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Neuberger Berman Glbl Dyn Asset Allocr USD Z Acc

Ranked 34 out of 46 in - Flexible USD over 36 months
All calculations are in GBP unless stated

Managed by

Ajay Jain

Jon Jonsson

Born in Reykjavik in 1971, Jon Jonsson obtained a BSc in Applied Mathematics from the University of Iceland, and a Masters in Financial Engineering from New York University’s Stern Business School. He joined JP Morgan in 1998 where he was managing director, specialising in bond funds before moving to Neuberger Berman in 2013. Outside of fund management, Jon partakes in various sports, including golf, tennis, football and skiing, and he also enjoys food and wine.

Ugo Lancioni

Objective

The Fund aims to increase the value of your shares through a combination of growth and income by primarily investing in long and synthetic short positions of global sovereign and corporate bonds, stocks and money market instruments listed or traded on recognised markets worldwide. In order to achieve this objective the Fund will utilise a combination of discretionary (i.e. human) and systematic (i.e. mathematical model) investment processes to define the portfolio allocation to its different asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/02/2016 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 2.1% -4.0% 6.1% 3.2% -2.8%
2017 0.1% 0.8% -0.9% -0.7% 0.9%
2016 17.8% -0.2% 8.8% 5.7% 2.6%
2015 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/09/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BYVYGZ54

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).